Allen Capital Group
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Allen Capital Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Allen Capital Group’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.32M Buy
6,350
+256
+4% +$55.3K 0.11% 127
2026
Q2 		$1.3M Buy
6,094
+1,755
+40% +$359K 0.11% 130
2026
Q1 		$833K Buy
4,339
+1,672
+63% +$331K 0.07% 143
2025
Q4 		$511K Buy
+2,667
New +$506K 0.05% 195
2023
Q1 		– Sell
-1,637
Closed -$231K – 189
2022
Q4 		$231K Buy
+1,637
New +$229K 0.23% 36

Other funds holding RSP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Allen Capital Group's RSP Position: Q3 2026 in Review

Allen Capital Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.2% in Q3 2026, buying an estimated $55.3K and bringing the position to 6,350 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #127.

Allen Capital Group first reported a position in RSP in Q4 2022 and has held it in 5 quarters since. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Allen Capital Group held 6,350 shares of Invesco S&P 500 Equal Weight ETF worth $1.32M as of Q3 2026.
  • Allen Capital Group bought 256 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $55.3K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Allen Capital Group's portfolio in Q3 2026, its #127 holding.
  • Allen Capital Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 5 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.